Accessing Entity Change Management (ECM) Documents

  To use Entity Change Manager:

1. From any Strategic Finance view, select Server, then Entity Change Management.

   Entity Change Manager displays:

   • Server/Database

     The current server and database

   • ECM Doc List

     Existing ECM documents, the user ID of users with locks on ECM documents, and the last run date. Click the column headings to sort the list.

2. Perform an action:

   • To create ECM documents, click Create—see Creating ECM Documents.

   • To check out ECM documents, select one in the list and click Check Out.

   • To open copies of locked ECM documents, select an one in the list and click Open As Copy.

   • To unlock ECM documents currently locked by you, select an ECM document in the list and click Release Lock.

   • To delete ECM documents, select one in the list and click Delete.

3. Click Close.